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Capital Group Divid Value Etf Shs Creation Unit shares owned by Strategic Wealth Designers

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Strategic Wealth Designers from 13F filings

Historical chart of Strategic Wealth Designers investment in Capital Group Divid Value Etf Shs Creation Unit

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Divid Value Etf Shs Creation Unit held by Strategic Wealth Designers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Strategic Wealth Designers

Quarter filed Position value Share count Share price at filing
2026-03-31 $262k 6.2k 42.54

More positions owned by Strategic Wealth Designers

Spdr Series Trust State Street Spd (SPTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Exchange Listed Fds Tr Bancreek Us Larg (BCUS)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPTL)
Apple (AAPL)
Microsoft Corporation (MSFT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Spdr Gold Tr Gold Shs (GLD)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Thermo Fisher Scientific (TMO)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Strategic Wealth Designers

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

LPL Financial
Morgan Stanley
Raymond James Financial
Capital Research and Management Company - Division 3
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Cetera Investment Advisers
Bank of America Corporation
Commonwealth Equity Services
Capital Group Private Client Services
Jones Financial Companies, L.L
Advance Capital Management
UBS Group
Advisor Group Holdings

View all funds holding Capital Group Divid Value Etf Shs Creation Unit